The Secure Act ended the “Stretch IRA” for most heirs, but a Charitable Remainder Trust can provide a powerful alternative. In this episode, Zach Morris and estate attorney Ritesh Patel explore how CRTs work, their tax benefits, and how they can extend IRA payouts for beneficiaries while supporting charitable causes.
Connect With Ritesh
Phone: 770-857-4812
Download “Retirement By Design”: https://bit.ly/RetirmentByDesignCRT
Learn About Paces Ferry Wealth Advisors: https://bit.ly/AboutUsct
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